Copy Order Template (A)

Copy Order Template (A)

Copy Order Template (A)

Copy Order Template is a helpful feature that allows you to ‘copy’ supplier order templates from one user to another, saving you time and streamlining administrative work.

Note: the user receiving the copied order template must have access to the same supplier that the template uses.

To copy an order template:

1)       From your A-user home page, navigate to Ordering -> Templates -> Copy Templates. 

2)       Follow the on-screen steps as directed.

            o  Select Copy Template Categories checkbox to transfer template category data with the template(s). This can be edited later at any stage.

3)       Select Copy.

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